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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,419 | $211,288-96.5% | $178,540-95.8% | $145,884-94.9% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | -14.20% | 30.27%-44.5pp | 27.15%-41.3pp | 551.85%-566.0pp |
| Employer contribution / active EE | $8,099 | $4,574+77.1% | $3,953+104.9% | $4,662+73.7% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,109 | $12,105-57.8% | $10,424-51.0% | $13,392-61.8% |